Talking Legacies

Talking

legacies

THE COMPANY

Paradigm Wills and Legal Services

THE CLIENT

Simon and Debbie Winfield, married couple and both business owners living in Leicester

THE SERVICE

Will writing and estate planning

Why did you feel now was the right time to talk to Paradigm?

Debbie: We hadn’t updated our wills in 20 years, but because of our ages, and because we have grandchildren now, we wanted to make sure everything was in place in case anything should happen to us. We wanted someone we knew and trusted, and we’d met Bhav through networking events. Simon: That’s especially important with financial or legal matters, as you need to feel you can rely on them, and we get that with Bhav and his company.

You’ve both had quite a history in finance – how has this influenced how you protect yourselves?

Debbie: From a money point of view, we’re both conservative. Simon was an area manager and I was a personal manager for a high street bank. We’re generally risk averse – we’ve always saved and bought property. We know that if you don’t look after your money, it can’t look after you, so we’ve built for ourselves and

Covering the difficult stuff no one wants to talk about until it’s too late. We interviewed a client of our resident Will writer Bhavin Gandhi of Paradigm Wills and Legal Services to hear

their stories and thoughts on life and death WORDS BY TOM YOUNG

for our family. At this stage of our lives, we’re adding to our retirement pot so we can enjoy it when we reach that point. We want to spend time with the grandchildren, without having to worry.

How do you hope to be remembered?

Debbie: I’d like to be remembered through the family – always there for them when needed. I also hope that our affairs will be left tidy so it’s easy for them to deal with. Simon: Yes, it’s the family for me too. And as somebody who’s been successful and taken the opportunity to support my community.

THE OUTCOME

Taking time out to plan their wills has enabled both Simon and Debbie to help protect their loved ones and means the estate will be dealt with in the way they have chosen.

AT THIS STAGE OF OUR LIVES, WE’RE ADDING TO OUR RETIREMENT POT SO WE CAN ENJOY IT WHEN WE REACH THAT POINT

BHAVIN GANDHI WITH DEBBIE AND SIMON WINFIELD

Who are Paradigm Wills and Legal Services?

A firm that truly cares about educating on the importance of making a Will and ensuring that a testator’s assets are planned correctly so that their families receive the maximum benefit from their Wills. Not just Will writers; but also estate planners which means they gain an understanding of customers and their family dynamics and show the best way to guarantee an inheritance for your loved ones, which with the complexity of modern society, a simple Will just does not cover anymore.

The use of a trust or multiple trusts is now what we call the modern Will or as we prefer to call it ‘The Paradigm Will’ as planning the family succession is vital. This also could include planning the succession of your business, if you are a business owner, as well as business power of attorney.